Libby Boehne, CFP®
My Story A meaningful career was always important to me, which is why I spent years as ordained clergy. Oddly enough, it’s also why I became a financial advisor. Out of college, I asked the big life questions that many people do. This led me into seminary and ministry work because I wanted to be […]
Katelynn Wiley, CFP®
My Story “I don’t care about money and I never will.” That’s what I remember saying to my family when they warned me that the non-profit path I had chosen wasn’t going to earn much income. Even then, I wasn’t being entirely honest with myself. As a graduating student of Peace and Conflict Studies at […]
Jacqui Worstell, CFP®
My Story The fluorescent lights buzzed overhead, casting a soft glow on the polished marble floors of the bank. I stood beside my mother, barely tall enough to see over the wooden counter, my eyes wide with curiosity. I watched intently as my mom handed her paycheck to the teller. That white slip of paper […]
Elise Faur, CFP®
My Story She was born at the turn of the century, a towering elderly woman who sported a tight perm that occasionally took on a lavender hue. She was remarkably independent, outspoken, and took to swearing on occasion. Her name was Doris and she was my most memorable babysitter. One day, when she saw our […]
Tiesha Cullins, CFP®
My Story I was in college and it was hot outside. I’m talking Georgia, late summer, the air thick and humid with no breeze to speak of. I was thanking my lucky stars for the invention of air conditioning when I heard my roommate say, “Hey! Can we keep the AC at 77 instead of […]
Kate Sumner, CFP®
My Story I sat nervously, my nine-year-old feet not reaching the floor, in the back room of a strip mall music shop. My hands held drumsticks for the first time. I wasn’t sure what to make of Marge, my new teacher. After a brief lesson on grip, it was time to play. In front of […]
Rose Brink-Capriola, CFP®
My Story While completing my undergraduate degree in international business and finance, I became interested in microcredit lending in agriculture. I saw the good that could be accomplished by giving individuals access to capital. After college, I traveled the world working in regenerative agriculture and biodynamic viticulture. I fell in love with a model of […]
Hannah Entenman, CFP®
My Story My journey to becoming a financial advisor began as I stood in the door of a barn, watching the contents of my family farm get auctioned off. My parents had decided to do something most farm families don’t – retire. I was surprised to find out my siblings and I were getting a […]
Lindsey Woodward Rafkind, CFP®, MBA
My Story As a kid, all my dolls wore pantsuits. I was planning to take the business world by storm. At 5 years old, I set up shop in my grandma’s living room and kindly allowed her to repurchase all her trinkets from me at my imaginary cash register. I was a successful business woman! […]
Lauren Boyes
My Story If I could go back in time and visit my past self in early 2020, I would have told her this: the entire world is about to shut down due to a pandemic; buckle up in 2021 because you’ll give birth to a sweet baby boy; and in 2023, you will be a […]
Kathryn Peyton, CFP®
My Story In my childhood, family travel meant long hours stretched across the back seat of the Ford Country Squire station wagon, reading Archie comics and Nancy Drew mysteries. Snacks were ice water from the red, plaid Thermos and ripe bananas from the sale bin at the grocery store. My parents were Depression era children, […]
Kate Barron-Alicante, CFP®
My Story “Don’t go looking for what you can’t handle.” This is what my Cajun maternal grandmother said to 7 year-old me over our crawfish etouffee dinner. I’d had the rare chance to sit next to the matriarch at the holiday dinner grownups’ table and I’d just worked up my courage to ask her about […]
